See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,903 | $167,307-84.5% | $143,757-82.0% | $134,475-80.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.48% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,483 | $5,619-73.6% | $4,951-70.0% | $4,740-68.7% |
| Participant deferral / active EE | $4,355 | $6,446-32.4% | $5,637-22.7% | $6,400-31.9% |
| Admin fee / account holder | $2,918 | $18,088-83.9% | $14,673-80.1% | $11,426-74.5% |